TABLE OF CONTENTS
- General Consideration for Privacy Policies:
- Where to Add Your Privacy Policy Link
- How to Create a Privacy Policy Page
General Consideration for Privacy Policies:
-
What personal data do you collect?
-
Where can you collect personal data?
- Funnels & Websites
- Forms
- Surveys
- Web Chat
- Order Forms
- Calendars
-
How to create your privacy policy using funnels or websites
- Build a dedicated page within a funnel / website page (typically done on a homepage where the URL can be easily referenced
- Search google for references - https://www.google .com/search?q=privacy+policy+templates
- Please consult your legal counsel for help in drafting and finalizing your privacy policy specific to your business and use case.
Where to Add Your Privacy Policy Link
Each data-collection area in TWIM CRM offers a place to link your privacy policy. Follow the steps below for each feature.
Funnels & Websites
- **Text Element:**Drag in a Text field, type your message (e.g., “By submitting, you agree to our Privacy Policy”), highlight “Privacy Policy,” click Link, and paste your URL
Forms
- **Text Element:**Drag in a Text field, type your message (e.g., “By submitting, you agree to our Privacy Policy”), highlight “Privacy Policy,” click Link, and paste your URL
- Terms & Conditions Element: Drag in the T & C element, select Edit Link, then paste your policy URL and customize the text
Surveys
- **Text Element:**Drag in a Text field, type your message (e.g., “By submitting, you agree to our Privacy Policy”), highlight “Privacy Policy,” click Link, and paste your URL
Calendars
- Text Element: Text / Link on the page that the calendar is embedded on
- Terms & Conditions Element: Use a custom form with a T&C element that includes the link (Note: you will need to link to a page on your website which contains your T&C as reference.)
Order Forms
- Text Element: Text / Link on the order page
- Advanced Settings: Enable Terms and Conditions in Advanced settings of Order Form and create a link there
Web Chat
- Link: Link URL in Text in the widget description
How to Create a Privacy Policy Page
Before you can link to your policy, you’ll need a standalone page (either inside TWIM CRM or externally hosted). Here’s how to do it:
- Go to Sites > Funnels or Websites
- Create a new funnel/website or open an existing one
- Add a new page and title it “Privacy Policy”
- Paste your full privacy policy content
- Publish and copy the page URL
Related Articles
- Sites Overview
- How to Use the Cookie Consent Banner in GHL Funnels & Websites
- Consent checkbox for compliance
Related Articles
- Collect Visitor Details Before Live Chat Starts
- A2P 10DLC Campaign Approval Best Practices
- How to Get Customer Consent or Track Legal Basis to Process Your Lead’s or Customer’s Personal Data
- TWIM CRM Platform Updates - What’s Changed
- GDPR Compliance and Data Privacy
- How to get your phone number A2P approved in 2026